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Assign a User Chart

  • You must be a SPoC to do this.
A SPoC can assign User charts through the Users tab on the Chart record. This way, you can generate a handful of charts on a new hire's dashboard without the need to impersonate each User.
Note: You can't add multi-series charts through the Users tab. A SPoC can impersonate the User to add a multi-series chart to the dashboard.

Example of a Chart record showing the Users tab with a new User selected

  1. Go to System Setup > Charts.
  2. Click the chart you want to assign.
  3. Click the Users tab.
  4. Click New User Chart.
  5. Select a User from the drop-down list.
  6. Select a Chart Type from the drop-down list.
  7. Assign a number in the Position field to set the chart's position on the User's dashboard.
    Note: Users can drag and drop charts on their dashboard to rearrange them in any order they want. This automatically updates the Position field.
  8. Click Save.